CRM Process and System Design and Implementation – SalesLogix

Industry: Publicly-Held Real Estate

Scope: CRM Process and System Design and Implementation – SAGE SalesLogix

Background: In order to manage its customer relationships from inception through deal close, this CTS Impact client selected an automated CRM tool, SAGE SalesLogix to manage its data.  However, the client’s Project Management Office (PMO) was resource-constrained, and lacked specific real estate industry expertise critical to the implementation of this tool.

CTS Impact Solution:

  • Project management — Real Estate industry experience
    • Develop and maintain project plan
    • Status reporting
    • Issue escalation and communication
  • Business process design
    • Business requirements analysis
    • Workflow analysis
    • Documentation of business processes
  • System design
    • Conduct conference room pilot
    • System configuration
    • Coordinate data cleansing
    • UAT testing
  • Implementation
    • Coordinate staged roll-out to users
    • User-training and documentation
2017-02-08T23:41:18+00:00